The Aprio Advisory
Building trust in your brand

Building trust in your brand

November 16, 2021

This week we’re continuing our series on Sales / Marketing as John interviews Carl Gould, a worldwide leading authority on business and entrepreneurship, best-selling author, keynote speaker, and Entrepreneur’s Organization member. His company, 7 Stage Advisors helps organizations grow to the next level, mentoring the launch of over five thousand businesses thus far. On the side, Carl coaches leaders all over the world to become more successful. Now, he takes some time to share with our listeners some sales and marketing trends we are seeing and provide key takeaways such as the importance of understanding the supply chain, not just your product as well as the benefit of offering options at a premium to better service customers the way they’re asking. If you are interested in taking your business to the next level, listen now.

Survive and thrive in a post-pandemic digital world

Survive and thrive in a post-pandemic digital world

November 10, 2021

This week kicks off our Sales / Marketing series as John interviews Adam Witty, a member of the Entrepreneurs’ Organization and Young Presidents’ Organization, the Founder, President and CEO of Advantage Media Group|ForbesBooks as well as an Aprio client. Over that last 16 years, Adam has built the company into one of the largest business book publishers in America, serving over 1,500 Members in all 50 U.S. states and 67 countries. What’s Adam’s advice for surviving and thriving? As he shares, “The one thing the pandemic did, is it built a deeper habit within consumers that everything begins online.” What does Google say about you and your business? People buy people so you must control your digital footprint and have a personal brand that sells. Listen now to learn more.

Leading culture with head and heart

Leading culture with head and heart

November 3, 2021

This week we bring back Aprio’s Managing Partner and CEO, Richard Kopelman to round out our Culture series with a discussion on living The Aprio Way. The Aprio Way is a sequence of value-based fundamentals created to help the firm walk and talk its ideals through ongoing practice and discussion, conceptualized through the combination of technical expertise with a deep sense of caring for every challenge and opportunity. The name Aprio itself is a prime example of leading culture with head and heart as it was derived from the root words for “head” and “heart.” Richard was so passionate about this symbolism in fact that he even adopted the word “Aprio” as his second legal middle name, making him Richard Barry Aprio Kopelman. With fundamentals such as “practice blameless problem solving”, “be relentless about improvement” and “build meaningful relationships”, it is a consistent way for the team to hold themselves and each other accountable. Learn more now.

Creating value for your business through diversity, equity and inclusion

Creating value for your business through diversity, equity and inclusion

October 26, 2021

This week we continue our discussions on HR / Culture and more specifically on diversity, equity and inclusion as John interviews Dr. Christal Morris, a results-oriented HR and Diversity & Inclusion Executive. Dr. Morris remains committed to optimizing talent for nearly 25 years in HR across many companies as well as through consulting and speaking engagements, with expertise in leadership development, talent management, employee management, diversity and all aspects of the employee life cycle. Beginning with curiosity as a child in understanding why people make certain decisions, Dr. Morris learned that many of those decisions may be based on biases and assumptions. Tune in to hear more about the value in suspending those biases and being thoughtful in the moment to better shape our leadership, especially today as it relates to building a culture around diversity, equity and inclusion.

Times they are a-changing and it‘s going to be OK

Times they are a-changing and it‘s going to be OK

October 19, 2021

This week continues our People / Culture series as John interviews Michele Blondheim, Aprio’s Director of Corporate Citizenship. Michele is passionate about creating brand reputation and bringing core values to life through community relations, strategic partnerships, and executive board placements. As Michele describes, Corporate Social Responsibility (CSR) should be a core value for businesses today. Business owners who aspire to grow authentically should lean into a cause that connects to the business and then encourage and enable team members to get and stay involved. Are you building a case for CSR in your business? Listen now to Michele’s advice for establishing a focus, strengthening involvement within your team and creating positive ripple effects in the community while setting your business apart.

Economic Update with Simeon Wallis

Economic Update with Simeon Wallis

October 12, 2021

This week we pause our People / Culture series to bring you an economic update from Aprio’s Chief Investment Officer, Simeon Wallis. Listen now to learn more about the current two main drivers of change (supply chain and inflation) and their impact on the economy.

What‘s your and?

What‘s your and?

October 5, 2021

This week John interviews author, entrepreneur, comedian and fellow podcaster, John Garrett. Garrett serves as a catalyst for cultural change, helping people to pinpoint their passions outside of work (their and) and better understand how they can bring those passions within their organization. According to Garrett, leadership is about setting the tone and being genuine about it. The default at work is that many people don’t share. It’s our job as leaders to ask the questions and learn more about our people so they can bring their full selves to work. Listen now to learn tips for attracting and retaining top talent and building stronger relationships with clients and customers.

Growing your leadership with your business

Growing your leadership with your business

September 28, 2021

HR and Recruiting teams listen up! This week John interviews Cyndi Gave, Owner and Founder of The Metiss Group. The Metiss Group helps business leaders reach their full potential through the alignment of employee selection, performance acceleration and organizational health to drive employee retention, culture and eventually long-term profits. Learn Cyndi’s advice for putting together processes and systems such as behavior-based assessments and performance checks to support a strong culture and healthy organization.

Life is short. Give back and eat dessert first.

Life is short. Give back and eat dessert first.

September 21, 2021

This week kicks off the People / Culture series as John interviews Darrin Friedrich, a partner in Aprio’s Real Estate Tax Practice and Leader of The Aprio Foundation. The Aprio Foundation is an employee led Foundation dedicated to educating and empowering individuals to work hand-in-hand with public charities to positively impact the communities in which we live, work and play. Corporate philanthropy is a key aspect of leading a successful business. As Darrin explains, it is important to be strategic in getting others excited about their passions and getting them involved in giving back to the community through their time, talent and treasures.

No use crying over spilled milk

No use crying over spilled milk

September 14, 2021

This week, rounding out the Economic series, John interviews Ami Kassar, EO member, author of “The Growth Dilemma”, and founder and CEO of Multifunding. As an in-demand speaker and trusted advisor to growth-focused business leaders, Ami has helped thousands of business owners achieve ambitious growth goals through creative and personalized funding solutions as well as aided in creating tens of thousands of jobs. Listen now as Ami describes trends seen today in the lending market such as more M&A and partner loan work, strong working capital and interest rates for owner occupied commercial real estate currently available to lock in at historic lows.

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